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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,112 | $116,167+11.1% | $64,489+100.2% | $137,256-5.9% |
| Participation rate | 58.3% | 68.2%-9.9pp | 67.7%-9.4pp | 80.0%-21.6pp |
| Annual return | 13.52% | 36.55%-23.0pp | 55.03%-41.5pp | 220.34%-206.8pp |
| Employer contribution / active EE | $2,450 | $2,483-1.3% | $1,523+60.9% | $4,156-41.1% |
| Participant deferral / active EE | $6,844 | $4,215+62.4% | $2,778+146.3% | $6,407+6.8% |
| Admin fee / account holder | $1,772 | $6,188-71.4% | $4,260-58.4% | $12,270-85.6% |